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DoubleLine Shiller CAPE US Equities ETF
CAPE

Overview Fund Activity

39 hedge funds and large institutions have $264M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.52%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
7
Increased
17
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG
1
Straightline Group
Michigan
$30.3M
2
FIA
2
Foundations Investment Advisors
Arizona
$8.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.02M
4
PFA
4
Pettinga Financial Advisors
Indiana
$488K
5
KWA
5
Kingswood Wealth Advisors
California
$875K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$2.42M
2
SFG
2
Socha Financial Group
New York
$6.84M
3
MSFS
3
Main Street Financial Solutions
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.17M
5
EK
5
Evensky & Katz
Florida
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$68M 2,268,889 +2,379 +0.1%
WA
2
Waddell & Associates
Tennessee
$59M 1,969,289 -4,620 -0.2%
SG
3
Straightline Group
Michigan
$30.3M 1,009,918 +1,009,918 New
WLPWM
4
Walled Lake Planning & Wealth Management
Illinois
$26M 866,211 +12,572 +1%
EK
5
Evensky & Katz
Florida
$17.4M 579,390 -11,774 -2%
FIA
6
Foundations Investment Advisors
Arizona
$8.37M 279,300 +138,991 +99%
SPI
7
Santori & Peters Inc
Pennsylvania
$8.03M 268,043 +3,241 +1%
SFG
8
Socha Financial Group
New York
$6.84M 228,325 -1,623,516 -88%
CAG
9
Csenge Advisory Group
Florida
$6.46M 215,569 -729 -0.3%
CPA
10
Clear Point Advisors
New York
$6.23M 208,015 -9,165 -4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.61M 120,328 +6,053 +5%
HAG
12
HF Advisory Group
Maryland
$3.26M 108,698 +3,217 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$3.02M 100,649 +79,147 +368%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.86M 95,480 -1,285 -1%
CIA
15
Capital Investment Advisors
Georgia
$2.75M 91,822 +3,820 +4%
IAIM
16
International Assets Investment Management
Florida
$2.42M 81,199 -2,321,479 -97%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.17M 38,983 -50,114 -56%
SAA
18
Southeast Asset Advisors
Georgia
$1.01M 33,597 – –
KWA
19
Kingswood Wealth Advisors
California
$875K 29,200 +16,100 +123%
Kayne Anderson Rudnick Investment Management
20
Kayne Anderson Rudnick Investment Management
California
$866K 28,871 +7 +0%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$837K 27,941 +8,700 +45%
AWM
22
Avaii Wealth Management
Wisconsin
$725K 24,198 +142 +0.6%
DIA
23
Dana Investment Advisors
Wisconsin
$684K 22,814 +2,068 +10%
ONB
24
Old National Bancorp
Indiana
$629K 20,984 – –
Comerica Bank
25
Comerica Bank
Texas
$492K 16,417 +1,200 +8%
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